Clearstead Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clearstead Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	-$171K	–	1633
2023 Q3	–	Hold	0	–	–	–	605
2020 Q2	–	Sell	-9,400	Closed	-$2.42M	–	833
2020 Q1	$2.42M	Buy	+9,400	New	+$2.87M	0.35%	60

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's SPY Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 81% in Q1 2026, buying an estimated $76.9M and bringing the position to 252,353 shares worth $164M. The position accounts for 1.5% of the portfolio, ranked #12.

Clearstead Advisors first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clearstead Advisors held 252,353 shares of State Street SPDR S&P 500 ETF Trust worth $164M as of Q1 2026.
Clearstead Advisors bought 113,133 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $76.9M.
State Street SPDR S&P 500 ETF Trust made up 1.5% of Clearstead Advisors's portfolio in Q1 2026, its #12 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.